Murray Financial Group, LLC
● SEC registered since 2011CRD 157626SEC# 801-72585Albert Lea, MN
Reg. AUM
$1.55B
Employees
17
Accounts
3,687
Location
Albert Lea, MN
Murray Financial Group, LLC assets under management
Murray Financial Group, LLC operates as an SEC-registered investment adviser based in Albert Lea, MN. The firm has been registered since 2011. It reports $1.6 billion in regulatory assets under management and employs 17 people.
Murray Financial Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Orlo Murray | Minority Owner | 10-25% | 2024 |
| Lawrence Thomas Gartner | Minority Owner | 10-25% | 2024 |
| Richard John Murray Control | Managing Member And Chief Compliance Officer | 50-75% | 2011 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Murray Financial Group, LLC manage?
Murray Financial Group, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Murray Financial Group, LLC have?
Murray Financial Group, LLC reports 17 employees.
Where is Murray Financial Group, LLC located?
Murray Financial Group, LLC is based in Albert Lea, MN and has been SEC-registered since 2011.
Does Murray Financial Group, LLC disclose fund performance?
Murray Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 North Broadway Ave., Albert Lea, MN 56007 |
| Phone | 507-373-8216 |
| Fax | 507-373-6220 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.55B▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.55Bregulatory AUM
Discretionary $1.2BNon-discretionary $349.6M